IRS Data Retrieval

Information on the IRS Data Retrieval Within FAFSA on the Web

The IRS Data Retrieval Tool allows students and parents who are using FAFSA on the
Web and who have already submitted their federal tax return to electronically transfer
their tax data from the IRS database. Within the FAFSA application, the applicant
must report income information. If the applicant is a non-tax filer, then there is
no IRS data to retrieve. If the student and/or spouse or student and parent(s) are
tax filers, the FAFSA applicants will be presented with questions about their respective
tax returns. The tax filer must answer questions to open up the IRS web application
within the FAFSA on the Web. Then, with certain identifying information which the
applicant provides, the IRS data can be retrieved directly into the FAFSA on the Web
application. The Federal Student Aid website offers helpful tips on completing the FAFSA and using the IRS Data Retrieval Tool.

Do not make changes to the IRS information once it is retrieved. If you do, the data retrieval will be invalid. Unfortunately, some applicants who
are tax filers cannot use the IRS data retrieval function. Those applicants are:

The student/parent is married, and either the student/parent or his/her spouse filed
as Married Filing Separately.

The student/parent is married, and either the student/parent of his/her spouse filed
as Head of Household (if marital status is single and filing status is Head of Household,
the IRS DRT can be used).

The parents' marital status as indicated on the FAFSA is "Unmarried and both parents
living together."

The student/parent filed an amended tax return.

The student/parent filed a Puerto Rican or foreign tax return.

FAFSA home address does not match the IRS DRT address.

Recent tax filers.*

*In the case of number 7, the applicant can go back into FAFSA on the web and make
a correction to the FAFSA, which will allow for completion of IRS data retrieval.
Electronic filers should wait at least 3 weeks and paper filers should wait 11 weeks
before using the IRS DRT to make this correction. The applicant would then resubmit
the FAFSA. However, if these applicants do not make this correction, and if they are
selected for verification, they must submit an IRS tax return transcript to the Financial
Aid and Scholarships Office.

In the case of numbers 1 – 4 and 6, the applicants selected for verification will
be required to submit an IRS Tax Return Transcript to the Financial Aid and Scholarships
Office. In the case of number 5, the applicant should report on the FAFSA the amounts
(converted to U.S. dollars) from the lines on the form that correspond most closely
to those on the common IRS forms. If the applicant is selected for verification, he
or she would need to submit signed copies of the 2013 (for 1415) or 2014 (for 1516)
foreign tax returns with the amounts converted to U.S. dollars.

Information on the IRS Tax Return Transcript (if unable to use the IRS Data Retrieval
Tool)

All 2013 (for 1415) or 2014 (for 1516) IRS Tax Return Transcripts submitted to the
Financial Aid and Scholarships Office must be clearly marked with the student's name
and UV ID. (This includes student, spouse, and parent(s) 2013 or 2014 IRS Tax Return
Transcripts.) Failure to mark the IRS Tax Return Transcripts with the student's name
and UV ID will prevent the student from receiving their financial aid.

Tax filers can request a transcript, free of charge, of their 2013 or 2014 tax return
from the IRS. Tax filers can download their IRS Tax Return Transcripts directly from
the IRS website.

Once opened, save as PDF and upload transcript in UVLink, or turn it in to the Financial Aid and Scholarships Office.

If you (or your spouse, or parent(s)) are unable to download an electronic version
of your Tax Return Transcript, you can also request to have one mailed.

If you select the "Mail" option, you must enter the tax filer's Social Securiy Number,
date of birth, street address, and zip or postal code. Use the address currently on
file with the IRS. Generally this will be the address that was listed on the latest
tax return filed. However, if an address change has been completed through the US
Postal Service, the IRS may have the updated address on file. You can check the address
at www.usps.gov.

The type of transcript you must order for financial aid purposes is the Tax Return
Transcript.

If successfully validated, tax filers can expect to receive a paper IRS Tax Return
Transcript at the address included in their online request within 5 to 10 days from
the time the online request was successfully transmitted to the IRS.

IRS Tax Return Transcripts requested online cannot be sent directly to a third party
by the IRS.